The Insider

Find the latest and greatest thought leadership content from Invent® industry leaders on buisness, technology and marketing strategy.

Invent® Elite
Consultants & Contributors

Timothy Welsh
Founder/CEO of Nexus Strategy
Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years’ experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance through Invent® Elite.
Suzanne Siracuse
CEO, Suzanne Siracuse Consulting Services
Business strategy, advocacy initiatives and marketing and branding support are the areas of focus, the former Publisher and CEO of InvestmentNews, brings to Invent® Elite. With over 25 years’ experience in financial services, Suzanne helps firms and advisers serve even more clients by effectively leveraging the latest technology to provide the scale they need to grow and improve the client experience.
Gavin Spitzner 1965-2023
Invent Elite Consultant Emeritus
In January of 2023, we lost Gavin Spitzner, a legendary wealthtech consultant and a founding member of the Invent Elite Team. Gavin brought over 25 years of experience working at the intersection of wealth management business strategy and technology to help organizations design and deploy solutions that drive profitable revenue growth. His ideas, industry knowledge and work ethic were just a few of the traits that we will miss. We pay tribute to him by bestowing the Emeritus title to him as he will always remain a part of our team. RIP Gavin.
Mark Hollingsworth
CEO, AssetGro
Mark Hollingsworth, a passionate and innovative executive, brings over 30 years of experience in financial services to the Invent Elite team. Having worn many hats, Mark is focused on helping advisory firms adopt cutting edge technology and helping technology vendors go-to-market with rapid and large-scale adoption.

Thought Leadership & Industry Advocacy

Tim Welsh Industry trends Advisor Technology

Technology was a theme that spanned across many sessions, most notably the final day’s fintech-themed roundtable discussion. Led by Invent® CEO Oleg Tishkevich, the workshop…

Industry trends

“Platforms like RBC Black and Invent are seeking to solve this problem, but focus has often been the larger independents than on small shops.”

Advisor Technology Digital Advice

“At the end of the day, money is personal,” agreed Oleg Tishkevich, founder and CEO of Invent. In a separate conversation, Tishkevich raised questions about…

Suzanne Siracuse Oleg Tishkevich Industry trends Executive Leadership

Wealthtech platform provider Invent® announced that named it as a Finalist for two categories in the media company’s annual Industry Awards, also known as…

Oleg Tishkevich Industry trends

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Tim Welsh Advisor Technology

Nexus Strategy’s Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.

The Big Reveal Podcast Series

Get a unique peek into the human side of some of the industry’s leaders, innovators, and influencers with The Big Reveal Podcast Series, from Suzanne Siracuse, in partnership with Invent®.

Now in its third season, Suzanne leads lively discussions, that not only focus on the guest’s personal and professional journeys, but also incorporates their perspectives on news items, hot topics, and industry trends.  And, at the end of each episode, Suzanne dives deep to have her guests share something they’ve never revealed before, hence the title, The Big Reveal.

Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal. Get an exclusive view into the human side of some of the financial services industry influencers and thought leaders and listen and learn as they discuss the latest news and industry trends and at the end, find out why the series is called, The Big Reveal.
President and CEO of The American College of Financial Services, George Nichols, reflects on a life and career full of firsts, looks forward to the future of women in the wealth management industry, and gets candid on what the industry can do to address racial inequality in America.
In this episode, Clara tells us how she helped blaze the trail for social media’s marriage to financial services—and why she decided to take a break. Plus, advice for setting goals and defining success as a woman in the industry.
“What have you done for me lately?” Michael Kitces explores how the question that drives financial advisorship also makes for better financial media. Plus, the crisis of confidence and the truth about defining success as a wealth management advisor.
In this episode, Suzanne hosts a roundtable discussion with some of the industry’s top editors and reporters. Bruce, Evan, and Brooke chat about how they got to where they are today, what they’d be doing if they never found journalism, and more. Plus, not one but three Big Reveals.
The roundtable includes Bruce Kelly - Senior columnist with InvestmentNews, Evan Simonoff - Co-founder and editorial director of Financial Advisor magazine...
In this episode, Neesha Hathi, executive vice president and chief digital officer at Charles Schwab, discusses recent acquisitions and building the platform of the future. She also predicts future industry trends and gives advice for other professionals balancing work and motherhood. To cap it all off, she reveals a particularly “big” Big Reveal.
BlacRock's Mark Wiedman caps off season one of The Big Reveal Podcast Series with truly interesting insight into taking advantage of market swings, how he's handled the new normal, and his current views on the market.
In the Season 2 opener, in addition to sharing her amazing career journey, Kristi discusses the many tools and resources now available to assist advisors in their holistic approach to planning with their clients as well as how they can...
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future. And you won’t want to miss his surprising Big Reveal!
In this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters...
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You’ll also hear not one… but TWO Big Reveals in this episode.
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated! She also demystifies all things AI, explains why she thinks it will have the biggest impact on the financial planning process...
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow! Plus, which of his famous sketches was the most popular...
In this episode, the “queen of practice management” shares why MINDSET is the biggest factor that contributes to success, how advisors can differentiate their offering and why when your vision is clear, your decisions are easy!...
In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus...
In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment...
In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs...
In this episode, the social media star shares why not having a well thought out website is like showing up in pajamas to a meeting, how being authentic and embracing the real you is critical for effective marketing, what her essential components are for an impactful social media strategy and whether you should or should not have a “face” of your brand. Plus, a Big Reveal that is sure to surprise…
In the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to get educated on cryptoassets in order to truly act in their clients’ best interest, a fun and effective way on how to engage in the discussion with them...
In Episode One of Season Three, the CEO of Invent discusses his vision for solving our industry’s technology integration problem, why data is the "heartbeat' of your business, what most firms get wrong when it comes to advisor tech adoption and how a scene from a 2002 movie may hold the secret to the future of wealthtech.

He also shares the advice Jud Bergman, the co founder of Envestnet, gave to him that he uses every day in business and how his experience in coming to America at age 18 shaped who he is as a business leader today.
In this episode, the CEO of Blue Ocean Global Wealth shares how she used her own life experience to jumpstart her career as a planner, the keys to making yourself referrable, and the undeniable power of empathy.

She also shares practice management tips, why she teaches ethics, and her methods for communicating with clients during uncertain times.

Plus: Her Big Reveal is certain to leave an impact
In this episode, The Hightower CEO discusses the present state of M&A deal flow and his advice for sellers now, how culture is taking center stage at his firm, the important role technology plays in a firm’s growth strategy and why making an impact has become a priority.

He also shares what made him choose wealth management as a career, his role in advancing the InvestmentNews 40 under 40 initiative, and a Big Reveal that, up until a short time ago, he would not have revealed.
In this episode, Dr Cherry discusses the critical role psychology plays when talking to clients about money, the number one mistake that can derail any marketing plan, his must ask questions to prospects and why he’s betting on Gen X to fuel his practice.

He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.

Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!
In this episode, The Cambridge CEO and self-described adrenaline junkie, shares the important role an “internship” played in her journey into the financial services industry,
what she always asks herself before taking a risk, the topic that keeps many advisors up at night and why crisis management skills can make or break a great leader. Plus her views on the importance of creating inclusive cultures, and a BIG Reveal that may cause many to rethink their hiring criteria.
In this episode, The Orion CEO shares what inspires the creation of Orion’s many offerings, who has most impacted his leadership style, and how trust played a pivotal role in a critical acquisition.

He goes on to discuss his views on the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.

Plus, his heartfelt Big Reveal that is a love letter to the industry.
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